Add-on/customization to CRM for course administration/management

Add-on/customization to CRM for course administration/management

I need an add-on/customization to the free CRM application which is already available in Zoho Creator (https://creator.zoho.com/public/showAppInfo?canvasurl=ymbwdppbg). I would like to make it more suited to manage/administer students and courses with their paperwork to receive government grants. My workflow is as follows: 1. To get government grants, I need to submit a form on April 15 and November 15 to specify which courses I want to run the following semester (i.e. submit on April 15 for the courses to run from July-December and on Nov 15 for the courses to run from January to June). Assuming we have created a list of courses with their info, this should trigger an email reminder (and/or task creation) for April 1st and Nov 1st depending on if the course is scheduled to run during 1st or 2nd semester 2. Students register for the each course (need to record student information (e.g. name, company, billing address, course to attend, if eligible for subsidy etc) 3. Students eligible for grants need to complete a form which I email to them. Eligibility for subsidy should trigger a reminder (and/or task creation) to send the form (and maybe send the doc form through the application) 4. Students complete and return the form back to me (via fax or email). If the form is not returned before the course start date a reminder should be sent to me 5. I need to create an invoice for each student and either email the invoice or send via post. Need reminder when the course starts 6. Monitor payments, issue receipts and note payment type (and check number & bank if paid with check). Need reminder when a payment has been made to issue receipt 7. I need to submit copy of invoices, receipts and course attendance sheet Additional info and clarifications can be provided


Budget : negotiable | Duration : 1 month

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